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Vanguard Mid-Cap ETF
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Overview Fund Activity

309 hedge funds and large institutions have $3.3B invested in Vanguard Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 138 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
–
Holders Change %
0%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
22
Increased
138
Reduced
83
Closed
20
Calls
$3.98M
Puts
$1.18M
Net Calls
+$2.8M
Net Calls Change
+$1.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$493M
2
Creative Planning
Creative Planning
Kansas
$504M
3
U
UBS
Switzerland
$190M
4
AllianceBernstein
AllianceBernstein
Tennessee
$27.2M
5
AFS
Aft Forsyth & Sober
Florida
$24.1M

Top Sellers

1
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
2
PSW
Portfolio Strategies (Washington)
Washington
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$33.4M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
LPL Financial
LPL Financial
California
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$7.76M -$273K -2,300 -3%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$7.7M +$429K +3,612 +6%
PFM
53
Phillips Financial Management
Indiana
$7.46M -$60.1K -509 -0.8%
CS
54
Credit Suisse
Switzerland
$6.7M +$165K +1,389 +3%
IAA
55
Ironsides Asset Advisors
North Carolina
$6.69M +$6.69M +56,349 New
SFT
56
Simmons First Trust
Arkansas
$6.51M +$1.63M +13,771 +34%
WTC
57
WhitTier Trust Company
Nevada
$6.31M – – –
Comerica Bank
58
Comerica Bank
Texas
$6.3M -$910K -7,671 -13%
MA
59
Montag & Associates
Georgia
$6.23M +$2.14K +18 +0%
MM
60
Meridian Management
Arkansas
$6.11M +$6.65K +56 +0.1%
WIC
61
Woodmont Investment Counsel
Tennessee
$6.06M -$74.2K -625 -1%
RJA
62
Raymond James & Associates
Florida
$5.93M +$3.39M +28,588 +134%
RH
63
Rayner & Haynor
California
$5.55M +$11.9K +100 +0.2%
SWM
64
SVA Wealth Management
Wisconsin
$5.5M -$2.14M -18,004 -28%
William Blair & Company
65
William Blair & Company
Illinois
$5.48M -$71.4K -602 -1%
PAI
66
Pittenger & Anderson Inc
Nebraska
$5.19M -$177K -1,490 -3%
UCFA
67
United Capital Financial Advisors
Texas
$5.15M -$72.7K -613 -1%
FWM
68
Focused Wealth Management
New York
$4.97M -$141K -1,185 -3%
SCG
69
Strategic Capital Group
Washington
$4.9M +$411K +3,467 +9%
Jane Street
70
Jane Street
New York
$4.88M -$1.95M -16,435 -29%
BAM
71
Berkshire Asset Management
Pennsylvania
$4.88M -$4.87K -41 -0.1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$4.68M -$2.97K -25 -0.1%
CC
73
Callan Capital
California
$4.57M -$1.05M -8,861 -19%
KIA
74
KCM Investment Advisors
California
$4.46M +$96K +809 +2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$4.45M +$4.23M +35,636 +1,876%
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